Smart Planner Introduction

Are you challenged financially or looking for an unbiased second opinion on your finances?

Did you know that 81% of Americans identify money as a significant source of stress in their lives? Or that 61% of Americans report having ‘serious financial problems’? Did you know that low financial wellbeing can lead to stress, anxiety, insomnia, headaches, and depression?1,2,3

Smart Planner puts you in control of your financial well-being.

We focus on resolving core elements of your personal financial situation, and provide advice that is simple, clear, and 100% free from 3rd party conflicts of interest.

Smart Planner takes data confidentiality seriously and we deliberately do not store any traceable data about you or your family.

No matter what your income level or current financial status, we can all do better. Smart Planner helps everyone make smart decisions, and avoid bad decisions.

Secure & Personal

Financial planning is about a lot more than getting your investments in order, and it doesn’t have to be overly complicated. Smart Planner’s confidential financial planning profile is designed for ease of use, and delivers highly personalized advice that you can start implementing today, without requiring you to unearth a lot of obscure financial information.